PIS

POM Investment Strategies Portfolio holdings

AUM $140M
1-Year Est. Return 15.72%
This Quarter Est. Return
1 Year Est. Return
+15.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$1.31M
3
+$1.06M
4
DECW icon
AllianzIM U.S. Large Cap Buffer20 Dec ETF
DECW
+$634K
5
IBHE icon
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$321K

Top Sells

1
+$10.1M
2
+$2.6M
3
+$637K
4
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$323K
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$108K

Sector Composition

1 Technology 3.76%
2 Consumer Discretionary 1.21%
3 Financials 0.89%
4 Healthcare 0.77%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$114K 0.09%
5,692
-200
52
$111K 0.08%
1,831
53
$106K 0.08%
1,709
-122
54
$106K 0.08%
+4,983
55
$104K 0.08%
2,394
+1,301
56
$97.3K 0.07%
1,425
57
$96.9K 0.07%
292
-154
58
$91.7K 0.07%
+5,695
59
$89.1K 0.07%
100
60
$80.9K 0.06%
1,366
+904
61
$80K 0.06%
1,506
62
$78.4K 0.06%
1,640
+658
63
$70.3K 0.05%
7,100
-125
64
$69.9K 0.05%
883
65
$65.9K 0.05%
712
66
$65K 0.05%
2,856
67
$60.2K 0.05%
651
68
$59.1K 0.04%
385
+2
69
$58.9K 0.04%
6,178
-518
70
$58.8K 0.04%
2,068
71
$54.9K 0.04%
136
72
$54.6K 0.04%
191
+1
73
$53.4K 0.04%
2,158
+80
74
$51.4K 0.04%
223
75
$51.4K 0.04%
427
+5
1 2
3
4 5